Hedge Funds, Real Estate and Other Alternative Investments

Monday, July 16 - Wednesday, July 18, 2012
Wharton | San Francisco, San Francisco, CA

The International Foundation takes great pride in its longstanding relationship with the Wharton School of the University of Pennsylvania. Spanning 30 years, this alliance has resulted in high-quality investment courses including Hedge Funds, Real Estate and Other Alternative Investments.

This course provides practical education to help you understand the complexities of alternative investments. Focused on hedge funds and real estate investment, this advanced-level course will provide you with the tools to make effective investment decisions. The course schedule allows for 2½ days of lecture/discussion sessions, problem-solving exercises and group breakout sessions.

Topics

  • Overview of Hedge Funds and Other Alternative Investments
  • Institutional Interest in Hedge Funds
  • Hedge Fund Investing
  • Topics in Hedge Fund and Alternative Investing
  • Other Alternative Investment Trends and the Future
  • Equity Investments in Real Estate
  • Debt Investments in Real Estate

Key Takeaways

  • Engage in a thorough and rigorous program that builds on participants’ existing knowledge base and experience.
  • Discuss steps in determining how much to allocate to alternative investments and which investment vehicles to choose.
  • Assess performance history and correlation of alternative investments within the overall portfolio.

Registration Includes

  • Certificate from the Warton School
  • Breakfasts
  • Lunches
  • Healthy snacks and beverage breaks

Additional Class Notes

You may find it helpful to bring a calculator for participating in examples and exercises throughout the course.

Registrants will be notified by e-mail if and when select materials are posted on the Wharton Web site that will serve as prereading for the course.

Attendence at all sessions is required to earn a certificate.  Please make your travel plans accordingly.

For course content call Tiffany Ulbing at (262) 373-7652; or e-mail tiffanyu@ifebp.org.

Learning Environment

Wharton | San Francisco

Hills Bros. Building
2 Harrison Street
San Francisco, CA 94105

Classes are held in a state-of-the-art educational facility designed to facilitate the learning style that Wharton has pioneered. Wharton San Francisco is conveniently located in San Francisco’s business and financial district, in the historic Hills Brothers Building. Programs at Wharton San Francisco draw their faculty and courses from the same world-renowned resources available at Wharton’s Philadelphia campus.

Hotel Information

Hotel accommodations are the responsibility of the participant. Please book directly at the hotel of your choice.

Who Should Attend

Canadian Program U.S. Program Multiemployer Training Public Employee Corporate Canadian Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

This course provides an advanced-level curriculum intended to build on participants’ existing knowledge base. Those without investment course experience are encouraged to register for the Portfolio Concepts and Management course offered annually.

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals
  • Fiduciaries from both defined benefit and defined contribution plans
  • Representatives of funds of various types, sizes and geographical areas (United States and Canada)

Download the Brochure

Download the full brochure. [PDF]
Registration Information
  Member Non Member

Through 6/4/2012 $3,225.00 $3,450.00
After 6/4/2012 $3,425.00 $3,650.00
 (#H5-12H5)
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